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Objective: To export a spreadsheet of all your past and currently active subscriptions. (warning)

Note

This will not include cancellation records or upcoming potential subscriptions that aren’t Accepted.

Steps

  1. Go to the Reports Module

Expand
titleExpand for details on navigating to Reports

Insert excerpt
Consortia Manager Reports Overview
Consortia Manager Reports Overview
nameGo to Reports
nopaneltrue

  1. In the main menu, 📖 copy the report titled “Subscriptions Report Template”

  2. In the “Edit the report” interface, you can further customize this report.

  3. Filter the report using the facets in the left navigation sidebar as you desire

Filter options

Expand
titleExpand for different ways to filter your report

  • Filter by Period:

    • Click on the “Start year” facet under “SUBSCRIPTIONS” to filter to specific years

    • This means the calendar year in which the subscription started

    • i.e. for FY 22/23 subscriptions, check 2022 and 2023

  • Filter by Subscription Type under “SUBSCRIPTIONS”

    • Check “New” for only New* subscriptions

    • Check “Renewal” if you only want to see renewals

    • Leave blank for all

  • Filter by Currency under “SUBSCRIPTIONS”

    • Check the relevant box if you only want to see subscriptions paid in a certain currency

  • Filter by Publishers under “PUBLISHERS”

    • Search by the vendor’s name, or part of the name, e.g. “Criterion”; “EBSCO”

    • Click on “Name” to use checkbox options

  • Filter by Products under “PRODUCTS”

    • Search by a product name, or part of the name, e.g. “Psyc”; or “Science”

    • Click on “Name” to use checkbox options

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